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15 handpicked stocks

U.S. Protectionism: American Advantage

This carefully selected group of stocks represents companies set to benefit from the new 35% tariff on Canadian imports. Our professional analysts have identified these U.S. businesses as being uniquely positioned to capture greater market share and increase their pricing power as foreign competition becomes more expensive.

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Author avatar

Han Tan | Market Analyst

Updated 3 days ago | Published at juillet 14

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

NUE

Nucor Corporation

NUE

Current price

$145.91

As the largest US steel producer, Nucor is well-positioned to gain market share from more expensive Canadian steel imports.

STLD

Steel Dynamics Inc.

STLD

Current price

$128.22

This domestic steel producer and recycler will face less competition from Canadian steel imports, supporting its pricing power.

CLF

Cliffs Natural Resources Inc.

CLF

Current price

$10.43

As a vertically integrated steel producer focused on the auto industry, it benefits from tariffs on both steel and auto parts from Canada.

About This Group of Stocks

1

Our Expert Thinking

These stocks represent a tactical play on a major shift in U.S. trade policy. As Canadian imports become 35% more expensive, domestic manufacturers of steel, aluminum, and industrial products are gaining a significant competitive edge, potentially boosting their revenue and profits without facing these new import costs.

2

What You Need to Know

This is an event-driven investment opportunity based on a specific government policy change. The companies in this group are primarily materials producers and processors that supply critical components to construction, automotive, and manufacturing industries—all sectors where domestic production now has a clear price advantage.

3

Why These Stocks

Each company was selected because its core operations are based in the United States, effectively shielding them from the new import duties. These businesses are directly positioned to capture market share from Canadian competitors and potentially raise prices as imports become more expensive.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+19.53%

Group Performance Snapshot

19.53%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 19.53% over the next year.

6 of 11

Stocks Rated Buy by Analysts

6 of 11 assets in this group are rated Buy by professional analysts.

1.5%

Group Growth

This group averaged a 1.5% return last month.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🛡️

Protected by Policy

These companies just got a major advantage from the government. With the new 35% tariff on Canadian imports, U.S. manufacturers can raise prices and expand market share without facing the same overseas competition.

🏭

Made in America Momentum

As Canadian goods become significantly more expensive, companies producing steel, aluminum, and industrial products within U.S. borders are suddenly in a much stronger position to compete and grow.

💰

Pricing Power Potential

When competition gets hit with a 35% tariff, domestic producers gain incredible flexibility to optimize their prices. This could translate directly into higher profit margins for these U.S. manufacturers.

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